Skip to content
SearchSphereSource
Sign inSign up

Cerbo

The Deal

Bought By
Courtney Dunn and Jonathan Dunn
Year
2022
Vehicle
Beachton Capital Partners, backed by Search Fund Partners, Anacapa Partners, Trilogy Search Partners, Aspect Investors, Miramar Equity Partners, Endurance Search Partners, Hunter Trust, Red Forest Capital and Applied Equity
Kind
Software

An electronic health record, practice management and patient portal built for functional and integrative medicine practices and direct primary care clinics.

What Happened Next

Merged with a rival practice-management platform in December 2025 under a new chief executive, with both searchers staying on as vice presidents on the combined company's own team page.

The searchers held it 3 years, from 2022 to 2025.

The exit ends of journeys like this one, where the buyer has announced the purchase itself, are on Buyers.

Backed by the Same Firms

Search Fund Partners

Anacapa Partners

Trilogy Search Partners

Aspect Investors

Miramar Equity Partners

Endurance Search Partners

Hunter Search Capital

Red Forest Capital

Applied Equity

Method & Source

This record is double-sourced: it joined when the purchase and, where the company has traded on, the exit could both be read in primary accounts.

These sources name who runs the business and when the firm invested, rather than saying in a sentence that the searchers bought it. The index host names the two as co-chief executives beside its early-2022 investment; the second backer's grid states the purchase beside a logo and names no person. The company's own team page now names a different chief executive and lists both as vice presidents. Nothing says either bought it.